incoming email
To be able to scan in digital and physical docs, into JobNimbus....as of now, when we get leads, for instance, they are distributed by either email, or a paper doc.....so we have to manually enter them, whereas we could just send it to ourselves, in a "file cabinet" open the doc, and then if we have found it to be good, THEN fill out the new prospect info form....since we already have OUTGOING email, it shouldn't take much to set up the "attachments" to receive scanned in and digitally sent docs.....thanks
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You can already send your documents into JobNimbus by using the email address outlined in Settings > Email tab (@jobnimbusmail.com) and then use the contact or job # to tag the subject line (see that same Email tab for an explanation on how to do subject tagging).
Any document attachments sent into JobNimbus via email will be added to the Attachments tab.
Also, you can use a scanner app to scan your documents into your mobile device and then use the Share button in the app to Open In and select JobNimbus. This will let you choose which job or contact you want to attach it to, and JobNimbus will add it to the Attachments tab.
Enjoy!